Latest Institutional Sells of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.65K- 3.15% |
$82.8K - $85.3K
|
112K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.49K- 1.33% |
$56.4K - $58.1K
|
185K
$4.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-555- 2.76% |
$12.6K - $13K
|
19.5K
$454K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-260K- 94.5% |
$6M - $6.12M
|
15.1K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 5.41% |
$318K - $324K
|
240K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.1K- 56.43% |
$280K - $285K
|
9.35K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 45.27% |
$250K - $255K
|
13.1K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.64K- 17.32% |
$200K - $204K
|
41.3K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 1.93% |
$70.1K - $71.5K
|
154K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.21K- 4.38% |
$51.1K - $52.1K
|
48.2K
$1.12M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34K- 11.98% |
$30.9K - $31.5K
|
9.83K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 9.38% |
$18.5K - $18.8K
|
7.73K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-428- 33.33% |
$9.89K - $10.1K
|
856
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-246- 1.91% |
$5.68K - $5.8K
|
12.6K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-208- 0.37% |
$4.8K - $4.9K
|
55.5K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-24- 0.07% |
$554 - $565
|
35.1K
$815K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 31.41% |
$708K - $719K
|
66.5K
$1.54M
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$419K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 4.75% |
$17.6K - $17.9K
|
15.3K
$356K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 12.98% |
$190K - $196K
|
55K
$1.28M
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$276K - $299K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.7KClosed |
$251K - $255K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07KClosed |
$27.9K - $28.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$216K - $221K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3KClosed |
$832K - $969K
|
0
$0
|
|